Optionality
constrained — MLR caps the Aetna insurance core AND ~$78-80B debt + a near-frozen buyback (cash to deleverage) leaves little dry powder; the freest lever is retail/PBM cost-cutting, not deployment.
Sourced figures 1
- stockanalysis.com CVS balance sheet + cash-flow statement total debt $78,345M vs $9,542M cash; buybacks cut to $158M FY25
the working
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